Create a Commitment Summary Sheet Template
To create a Commitment Summary sheet template
- Go to the Company Workspace tab and switch to Admin mode.
- In the left Navigator, click Templates > Commitment Summaries.
- Click New to create a new Commitment Summary sheet template. You can create multiple templates.
- In the General tab, enter a unique Name and an optional Description.
- In the Options tab, enter the following column names: Ref, Cost Code, Code Name, Breakdown, and Description.
Depending on design in uDesigner, some columns may not display in the Commitment Summary sheet.
- Click OK.
To add columns to a Commitment Summary sheet template
- Go to the Company Workspace tab and switch to Admin mode.
- In the left Navigator, click Templates > Commitment Summaries.
- Select a Commitment Summary sheet template.
- Click the Columns button. The Columns Log opens.
- Click the New button. The Column Properties window opens.
- Complete the fields in the Column Properties window as described in the table below.
- Click OK when you are done with the column properties.
In this field: | Do this: |
---|---|
Name | Enter a column name. The name you choose will appear as the column header on the sheet. If you leave the Name field blank, the selection you make in the Datasource field will automatically populate the Name field. |
Datasource | Choose a datasource for the column. The data source that you choose will determine which of the following options are available. The types of Datasources available are: Single Datasource: These values roll up from business processes that have these attributes:
Logical Datasource:
|
Entry Method | This is applicable for logical data sources.
|
Data Format | Choose the data format:
|
Display Mode | Choose a display mode. This refers to whether the column is displayed on the cost sheet.
|
Column Position After | Choose the column position. The new column will be inserted after the column selected. |
Allow sub-breakdown with validation | Select to be able to manually enter values against breakdowns in lines created on the sheet through Base Commit and Change Commit. |
Last Published Thursday, December 14, 2023